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| Happy Holidays!! thanks for using AUM13F!! |
| Sandia Wealth Management LLC
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| CRD # | 159402 |
| SEC # | 801-122537 |
| CIK # | |
| AUM | $174.2 M (2025-02-18) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 505-296-1100 |
| Address | 9201 Montgomery NE Suite 401 Albuquerque, NM 87111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 52.0 |
| (b) Individuals (high net worth individuals) | 54 | 114.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 174.2 |
| By Discretionary | ||
| Discretionary | 398 | 159.4 |
| Non-Discretionary | 141 | 14.9 |
| Total | 539 | 174.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.2 | |
| Total | 539 | 174.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KMT Wealth Management LLC
✚
|
CA | 0.2 |
|
Global Wealth Management LC
✚
|
FL | 0.2 |
|
Mokan Wealth Management Inc
✚
|
KS | 0.2 |
|
Smith Partners Wealth Management LLC
✚
|
NC | 0.2 |
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Hudson Portfolio Management LLC
✚
|
NY | 0.2 |
|
Renaud & Company LLC
✚
|
MO | 0.2 |
|
Kleinhenz & Associates Ltd
✚
|
0.2 | |
|
Wealth Management Group Inc
✚
|
NC | 0.2 |
|
Certified Planners Inc
✚
|
CA | 0.2 |